Jupiter Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,654
| Closed | -$871K | – | 98 |
|
|
2023
Q4 | $871K | Hold |
1,654
| – | – | 0.51% | 49 |
|
|
2023
Q3 | $895K | Buy |
1,654
+600
| +57% | +$325K | 0.58% | 44 |
|
|
2023
Q2 | $507K | Buy |
1,054
+354
| +51% | +$170K | 0.44% | 47 |
|
|
2023
Q1 | $331K | Buy |
+700
| New | +$331K | 0.3% | 49 |
|
|
2019
Q3 | – | Sell |
-2,200
| Closed | -$587K | – | 87 |
|
|
2019
Q2 | $587K | Buy |
+2,200
| New | +$587K | 0.29% | 46 |
|